Moving Email Attachments to Matter Documents

Moving Email Attachments to Matter Documents

If you have received or sent an email with an attachment, you can easily add this attachment to the Documents page of a matter. From there, you can include the attachment in a folder, edit it, log time spent working on the document, and more.  

1. Click onMattersin the left pane of your Thread page and go to the desired matter.   

2. Select the Emails tab on the top pane. 


3. Click the email containing the attachment. 

4. In the email, click the drop-down menu on the email attachment that you want to add to the Documents page and click Move attachments to documents. 



5. Rename the item and click Move.  

A screenshot of a computer

Description automatically generated


6. The item will now appear on the Documents page. 


Idea
You can also select multiple or all emails to move all attachments in selected emails to the Documents tab at once.

    • Related Articles

    • Viewing Historic Emails in Matter Documents

      All historical emails initially found under the Activities Tab, will now be available under your Matter’s Documents List for your reference, while all emails you send or receive using the new Thread version will now be accessible under the Matter’s ...
    • Matter Emails - Overview

      There are many benefits to working with matter emails in Thread. You can send emails directly from a matter, attaching matter documents, using an email template or snippet to quickly compile an email pulling the details from the matter. You might ...
    • Converting Email Attachments to PDF

      To prevent any content interference or changes and to maintain the original layout of content when sending email attachments, you can set the Thread application to convert them to .pdfs.  1. Click on your user avatar, located in the top right corner ...
    • Matter Documents - Overview

      All matter documents are easily accessible in your matter Documents tab, where they can be further edited. Here you can create new documents, add matter notes or Generate Documents from Templates (you must have Templates already set up in your ...
    • Matter History

      Once you have created a matter, you can follow the matter timeline via the Matter History tab available on any page within the matter. The Matter history will keep you updated on the most important actions that are happening throughout the progress ...